Wise Wealth Partners, LLC is a Registered Investment Advisory firm (RIA) that helps families across the country. At our core, we believe “You don’t have to go at it alone”.
Brian Rellihan, CFP®, EA, MBA has over 20 years of hands-on experience in asset management, income tax preparation, and financial planning to benefit our clients.
• Adjunct Professor of Finance and Investments at GCU, Colangelo School of Business. Teaching future CFP’s® and financial experts.
• Income tax preparation and IRS Audit prep with CPA firm JJ Swart, LLC
• Financial planning for hundreds of families, over $800 million of investable assets, as a Certified Financial Planner.
You can find contributions from Brian in national publications that include YahooFinance!, GoBanking Rates, Nasdaq, and US News and World Report.
Our typical client holds traditional marketable securities in the stock and bond markets, cash holdings, annuities, and physical real estate. These assets can be found in 401k’s, 403b’s, IRA’s, Solok’s, brokerage accounts, and Trusts. Brian can read a 1040 tax return, as he has prepared thousands, to optimize a financial plan.
Brian partners with clients, and their loved ones, to guide them through asset management, tax and financial planning. We are not looking to replace your CPA, EA, or Attorney, but partner with them as we speak their language!
Wise Wealth Partners uses sophisticated planning software, and institutional quality investment management to understand your needs and challenges, map out a plan for today and tomorrow, implement changes, and revisit on a regular basis.